WEALTH MANAGEMENT BLOG

Join the Conversation

 

Three gut-wrenching years. US Stock Returns from 2000-2002: down ~37%

Month after month, quarter after quarter, year after year for 3 years. A game where, at the time, loss seems inevitable.

Us older cats remember it all too well.

At the same time, a very different game was being played. The players stretched time and space. Their game spanned decades.

They won it with discipline.

Value of $100K invested in US Stocks on 1/1/2000 thru 12/31/2002:
~$60K, a $40K loss over three years.

Value of that $60K if left in US Stocks from 1/1/2003 to 12/31/2022:
~$420K, a 7 fold gain over two decades.

Think in decades, not days. Stretch time and win the long game.

Behind the scenes on ‘Time & Money: 5 Pillars of Successful Investing’ with Bob Carnegie, CFA, CEPA, CFP® Vernon Eberly, CFP®

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest

Share This